Login / Register  search  syndication  about

          Jason Buss' Blog

Jason Buss on SalesLogix development & customization, SQL, and more.

Building new Main Views in SalesLogix LAN - Part 1

For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix.

We'll be creating a new area in SalesLogix that I'll call SLXProjects.  When we're finished, we'll have a fully functional project management system.  I'll be going through this just a few steps at a time, to make this as understandable as possible...  If you have any questions on any of these posts, please feel free to add comments to the post.

 

First, we need to create the main data structure.  I've created a table named 'SLXProjects', containing fields for Name, Project, Leader, IsActive and AccountID.


Next, I'll create the detail view for this area, containing the fields I added in the new SLXProjects table (We'll clean up this view later).  This view should be saved under the System Family.


 

Next, we need to create a new Main View.  This view will act as the container for the detail view for this area, as well as any tabs that we will create.

 

On the main view, select the details section, and set the "View Name" property to the the detail view we created.

 

So, at this point, we have created our new table, main view and detail view.  In the next article, we'll go through creating the Toolbar and Menu plugins and creating tabs for our new area, as well as finishing setting up the detail view.

 Thanks for reading, and Stay tuned!  Smile

What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   Infor CRM (formerly Saleslogix) Web- Dependency Lookup OnChange Event Not Working Correctly
In the Saleslogix 8.1 web client the dependency lookup still has a problem with the OnChange event. 
Posted on Nov 26, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Confirming Actions With an "Are you sure?" Prompt in Infor CRM (Saleslogix)
I'm not a huge fan of bugging end users. I figure, if an end user clicked something, he or she meant
Posted on Nov 18, 2014 by Ryan Farley to Ryan Farley's Blog
 
   Infor CRM (formerly Saleslogix) Statement of Direction
Learn more about the future of Infor CRM. Recently I received my login information for the Infor Partn
Posted on Nov 13, 2014 by Brianna Ojard to The Inbox
 
   Adding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)
When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a nu
Posted on Nov 12, 2014 by Jason Buss to Jason Buss' Blog
 
   Xbar for InforCRM (formerly SalesLogix) Installation Issue
After installing Xbar 1.1 on a Windows 2008 R2 server the Xbar application was not available in Outlook 2
Posted on Nov 11, 2014 by Mark Duthoy to SalesLogix Support
 
Comments

No Comments

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register